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chrishopkirk-min
Level 1

I am unable to link to my bank account

How do I do this?
6 REPLIES 6
LieraMarie_A
QuickBooks Team

I am unable to link to my bank account

Hello there, @chrishopkirk-min! I'm happy to assist you and ensure everything is running and working seamlessly.

 

May I know your bank's name and the error message you're getting when linking it to QuickBooks? Some banks have multiple names on our list. You can try logging in to all bank's extensions if there are multiple results when you search it.

 

Here's how:

 

  1. Go to Banking.
  2. On the Banking page, select the Link account.
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  3. In the Search field, enter the bank's URL (example: http://www.chase.com).
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

 

You can also refer to this article for additional information: Find Your Bank or Credit Card Account.

 

If you're still unable to connect it, I suggest reaching out to our Customer Care Support team. This way, they can take note of your case and raise a ticket for further investigation if needed.

 

In the meantime, you can download an updated list of your transactions from your bank's website and upload them to QuickBooks using a CSV file. After you import your transactions in QuickBooks, you can review them in the For Review tab.

 

I'd be happy to see you again here in the Community. We're always here to help if you need assistance with managing bank feeds. Have a good one.

J1801
Level 2

I am unable to link to my bank account

QB has kept saying to reauth my bank connection for two weeks now and I have tried every day. Today I finally couldn’t connect as I had hit the deadline.  Your reconnection button does not work.  It goes right through to the end widget, having connected to my bank and hangs every time.  Mine is a major high street bank.  I am extremely frustrated.  What’s going on?  

EmmaM
QuickBooks Team

I am unable to link to my bank account

Hello J1801, Thanks for making us aware of the problem you're having linking your bank through the re-auth process. We'd like to take a look and get this resolved. Can we ask what bank is it? Are you doing this through a mobile device and if so do you have the banking app also on that device? 

J1801
Level 2

I am unable to link to my bank account

It’s Lloyds Business Bank and yes and yes.

J1801
Level 2

I am unable to link to my bank account

Actually, it’s no to your last questions.  I don’t use the apps.

John C
QuickBooks Team

I am unable to link to my bank account

Hi J1801 We'd be grateful if you can attempt to re-connect your bank account while using a computer/browser rather than while using your mobile device.

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